Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21K Sell
104
-57
-35% -$665 ﹤0.01% 4144
2025
Q1
$705 Hold
161
﹤0.01% 3396
2024
Q4
$1.28K Sell
161
-4
-2% -$32 ﹤0.01% 3228
2024
Q3
$969 Hold
165
﹤0.01% 3082
2024
Q2
$1K Hold
165
﹤0.01% 2987
2024
Q1
$1.07K Sell
165
-104
-39% -$674 ﹤0.01% 2854
2023
Q4
$802 Buy
269
+104
+63% +$310 ﹤0.01% 2835
2023
Q3
$294 Hold
165
﹤0.01% 3159
2023
Q2
$307 Hold
165
﹤0.01% 3268
2023
Q1
$1.83K Hold
165
﹤0.01% 2925
2022
Q4
$2K Buy
+165
New +$2K ﹤0.01% 4242
2021
Q3
Hold
0
4686
2021
Q2
Hold
0
4484
2021
Q1
Hold
0
4353
2020
Q4
Sell
-4,337
Closed -$16K 4159
2020
Q3
$16K Sell
4,337
-1,289
-23% -$4.76K ﹤0.01% 1738
2020
Q2
$27K Buy
5,626
+1,913
+52% +$9.18K ﹤0.01% 1466
2020
Q1
$25K Buy
+3,713
New +$25K ﹤0.01% 1402